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Fluence Technologies

June 7, 2020/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Tax Planning/Provisioning Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Low Total Cost of Ownership, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $2000 - $2499 Vendor /by BPM Partners

PERFORMANCEPLACE


We close early.

4.75

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>

INDUSTRY SUCCESS


Coming Soon

SELECTED CLIENTS


KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2021 Vendor Snapshot for Fluence  R

BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix  $

BPM Partners Fluence Acquires XLCubed

Nucleus Research Fluence Customers Slash the Monthly Close by 90% R 


Related Whitepapers & eBooks

Financial Consolidation to Manage Through Uncertainty R

Finance’s New Strategic Mindset  R,S  


Related Webcasts & Events

The Pulse of Financial Close and Consolidation  R

Why Not Me? Improving Management Reporting for the Mid-Market  R

2021 Pulse of Performance Management: Fluence Reviewed as Core Vendor  R

Related Articles & Blogs

6 Must-Haves for a Modern Financial Close Solution 

Top Rated Vendors for 2021

The Performance Management Gold Rush

5 Paths to Agility with Financial Reporting Software 

Two New and Noteworthy Performance Management Vendors

Challenges and Best Practices in Financial Consolidation 


Latest News

Fluence Adds Account Reconciliation and Matching 

Fluence Acquires XLCubed for Excel-centric Financial Reporting and Analysis 

Fluence Raises $10 Million, Adds Industry Veteran Michael Morrison as CEO 

Fluence Recognized as “Best New Vendor” by BPM Partners 


Jobs at this Vendor

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/06/Fluence-Logo-2.png 100 306 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2020-06-07 02:05:242022-03-23 15:09:13Fluence Technologies

Board International

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Analyze. Simulate. Plan. All in One Decision-Making Platform

4.27

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


The Board platform unifies business intelligence, planning, and predictive analytics to deliver a unified decision-making platform which includes a full range of performance management capabilities: budgeting, planning, forecasting, strategy management, profitability analysis and financial consolidation. Strategic planning, demand forecasting, HR planning, integrated business planning, and sales performance management are key solutions available on the platform. See detailed ratings and compare to IBM, Oracle or other vendors >>>

INDUSTRY SUCCESS


Manufacturing, Pharmaceuticals, Professional Services, Restaurant Services, Retail

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC Integrated Planning and Analytics  R  

BPM Partners 2021 Vendor Snapshot for Board  R

BPM Partners Board a Dominant Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix  $

Dresner Advisory 2021 Wisdom of Crowds BI Study  R  

Dresner Advisory 2021 Wisdom of Crowds EPM Study  R  

Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study  R  

Nucleus Research 2022 CPM Value Matrix  R  

Ventana Research 2022 Business Planning Value Index  R  


Related Whitepapers & eBooks

10 Key Requirements for Next Level Financial Consolidation  R


Related Webcasts & Events

Bring Financial Consolidation to the Next Level  R

2021 Pulse of Performance Management: Board Reviewed as Core Vendor  R

Related Articles & Blogs

The Performance Management Gold Rush

FP&A Best Practice Principle: Translate Strategy Into Actionable Plans 


Latest News

Board Wins Dresner Advisory Awards for SPM and Financial Consolidation 

Board Grows ARR by 47% in FY 2021 

Board Recognized by Gartner in 2021 Market Guide for Cloud Extended Planning and Analysis Solutions 

Board Top Rated for Financial Consolidation in BPM Pulse 

Board Launches Solution Marketplace 

Nordic Capital Acquires Board International 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/06/Board_logo_payoff_CMYK_new300.jpg 168 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-23 22:50:182022-03-29 19:33:58Board International

Unit4 FP&A

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated Overall Complexity Handling, Ease of Use, Excel UI, Integrated Business Planning, Product Flexibility, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting

4.50

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


Unit4 FP&A provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Workforce Planning with analytics complements salary planning with an operational focus. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>

INDUSTRY SUCCESS


Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC Unit4 FP&A Achieves Outstanding Results 

BPM Partners 2021 Vendor Snapshot for Unit4  R

BPM Partners Unit4 is a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix  $

BPM Partners Unit4 2021 Vendor Landscape Matrix: Special Edition  R         

Dresner Advisory 2021 Wisdom of Crowds EPM Study R 

IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020

Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making 


Related Whitepapers & eBooks

Unit4 FP&A Fact Sheet 

The Importance of AI in Corporate Budgeting, Planning, and Forecasting  R


Related Webcasts & Events

How to Choose the Right FP&A Solution for Your Business

Why Do You Need a Budget Management, Planning and Reporting Solution?  R

2021 Pulse of Performance Management: Unit4 Reviewed as Core Vendor  R

Experience4U – Global Virtual Event Now On Demand  R

Related Articles & Blogs

Top Rated Vendors for 2021

How to Select an FP&A Solution That’s Right for You 

The Performance Management Gold Rush

Why Do You Need a Budget Management, Planning and Reporting Solution? 

Unit4 Extends FP&A Solution with New AI-Powered Forecasting 

Unit4 Hires New CEO 

How Robots Will Change Finance 

Why CFOs Should Lead Digital Transformation 


Latest News

Unit4 Announces Industry Mesh for Integration 

Unit4 Achieves Record New Customer Growth in H1 

Unit4 Announces US$2 Billion Buyout by TA Associates 

Unit4 Achieves Strategic Milestones in 2020 


Jobs at this Vendor

Open FP&A Jobs 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/06/Unit4-logo.png 200 521 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-23 03:59:162022-03-26 17:28:43Unit4 FP&A

Vena

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Workforce Planning Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting Complexity Handling, Ease of Use, Excel UI, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Helping businesses power their plan to grow with enterprise-level capabilities.

4.36

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for medium and large-sized organizations who plan to grow. Vena’s platform leverages the familiarity of Microsoft Excel (desktop and Microsoft 365) while combining it with a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A tasks. In addition to traditional FP&A, the solution supports financial close management including account reconciliation, financial and operational reporting, analysis and dashboards and scenario modeling. Solutions are also available for tax provisioning, workforce planning, capital planning, incentive compensation management and account reconciliation.  See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>

INDUSTRY SUCCESS


Financial Services, Manufacturing, Retail, Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2021 Vendor Snapshot for Vena  R

BPM Partners Vena is a Proven Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix  $

Nucleus Research Vena a Usability Leader in 2022 CPM Value Matrix 


Related Whitepapers & eBooks

Performance Management with Excel Delivers Enterprise-wide Benefits  R

Automating Financial Consolidations While Maintaining Excel Investments

Extend BPM and Reduce Risk

Alternatives to Spreadsheet-Based Budgeting

Performance Management: The Next Generation


Related Webcasts & Events

How to Power Your Digital Finance Transformation R 

Transforming Finance-Led Processes for Growth R 

2021 Pulse of Performance Management: Vena Reviewed as Core Vendor  R

Rethinking FP&A: An Analyst’s View

Five Steps to Selecting Financial Software to Grow Your Business

Related Articles & Blogs

3 Most Common Budgeting Mistakes Made by SMEs 

The Performance Management Gold Rush

Best Budgeting and Planning Solutions 2020

Ease of Use the #1 Driver of BPM Success 

FP&A is Hot – Now it’s Vena Solutions 


Latest News

Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation 

Vena Welcomes 1000th Customer 

Vena Raises $300 Million in Series C Funding 

Vena for Banks and Credit Unions Released 

Vena Receives $25 Million Investment to Accelerate Growth 

Vena Solutions Recognized as a Leader In Nucleus CPM Value Matrix 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/08/VenaNewLogoedit2.png 189 500 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 15:40:342022-05-03 17:14:14Vena

Prophix

May 24, 2018/in Featured Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall Advanced Technologies, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Move Beyond Excel and Drive Performance.

4.55

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All connected to Prophix’s Virtual Financial Analyst, powered by AI, that provides insights, task management, and anomaly detection. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>

INDUSTRY SUCCESS


Healthcare, Higher Education,  Manufacturing, , Not for Profit, Professional Services, Retail

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 19  R 

BPM Partners Impact of Hg Acquisition of Prophix

BPM Partners Prophix Acquisition of Sigma Conso

BPM Partners 2021 Vendor Snapshot for Prophix  R

BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix  $

Dresner Advisory Services 2021 Enterprise Performance Management Study R

Nucleus Research  2021 CPM Value Matrix

Nucleus Research  CPM ROI Study – Community Bank


Related Whitepapers & eBooks

Managing Performance in a Tough Economy  R

Choosing Between Cloud and On-Premise for Performance Management

The Evolution of Budgeting and Planning at Midsize Companies

Data Strategies for SMBs

Performance Management: The Next Generation


Related Webcasts & Events

Corporate Financial Planning in Uncertain Times  R 

2021 Pulse of Performance Management: Prophix Reviewed as Core Vendor  R

Budgeting in the Cloud for Mid-size Companies

A Modern Finance Case Study: Cloud or On-Premise?  R 

Related Articles & Blogs

Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP 

Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1 

The Future of Finance 2022: Insights from Prophix CEO 

The Next Chapter for Prophix: Sigma Conso 

Top Rated Vendors for 2021

The Performance Management Gold Rush

Hg Acquires Majority Stake in Prophix 

Best Budgeting and Planning Solutions 2020

Construction Cash Management in a Tough Economy 


Latest News

Prophix Reports Record Year of Growth in 2021 

Prophix Acquires Sigma Conso 

Prophix Software Certified by Acumatica 

Prophix Receives Investment from Hg to Fund Growth 

Prophix Named an Overall Experience & Credibility Leader for 2020 

Prophix Recognized as Dominant FP&A Vendor by BPM Partners 


Jobs at this Vendor

Business Development Representative 

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2021/10/Prophix_logo-2021.png 222 946 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 14:53:072022-04-01 02:46:17Prophix

Oracle

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise Core Vendor, Next Generation Ready Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Outperform with agility.

3.74

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


Oracle’s EPM Cloud portfolio is modular, connected, and comprehensive with embedded intelligence and analytics, designed for operational agility. It is offered in EPM Cloud Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Oracle Strategic Workforce Planning enables HR and Finance to manage skills, gaps, and costs. Oracle Sales Planning Cloud supports quota and commission, territory modeling, and advanced forecasting. NetSuite Planning and Budgeting Cloud is a packaged, pre-configured product for NetSuite customers. See detailed ratings and compare to IBM, SAP or other vendors >>>

INDUSTRY SUCCESS


Financial Services, Manufacturing, Media, Retail, Utilities

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2021 Vendor Snapshot for Oracle  R

BPM Partners Oracle a Dominant Vendor in 2021 Vendor Landscape Matrix  $

Constellation Research 2022 ShortList Cloud-Based Planning Platforms  

IDC Oracle a Leader in 2020 EPM Marketscape  


Customer View

G2 Crowd Reviews and Ratings 

Gartner Peer Insights FP&A Reviews and Ratings 

TrustRadius Reviews and Ratings 


Related Whitepapers & eBooks

BPM Standards Group Industry Framework

Performance Management: The Next Generation


Related Webcasts & Events

2021 Pulse of Performance Management: Oracle Reviewed as Core Vendor  R

Related Articles & Blogs

Manage Constant Change with Connected Planning 

Automation of Analysis is Key for Finance 


Latest News

Oracle Named a Leader in 2021 Gartner Peer Insights ‘Voice of the Customer’ 

Oracle Named Visionary in 2020 Gartner MQ for Analytics and BI 


Jobs at this Vendor

U.S. EPM Jobs 

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/oracle-logo.png 320 800 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 20:06:222022-03-24 05:45:40Oracle

OneStream Software

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Core Vendor, Next Generation Ready, Top Rated for Consolidation, Top Rated Overall Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Intelligent Finance Platform.

4.83

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


The unified OneStream Platform is designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, and analytics accessed through reports, Excel, and built-in dashboards. An Analytic Blend Engine combines governed financial data with detailed operational data for reporting and analysis of large volumes of transactional data to identify operational trends and financial signals to proactively drive performance.  See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>

INDUSTRY SUCCESS

Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 21  R

BARC 2021 Score for FPM  R

BPM Partners 2021 Vendor Snapshot for OneStream  R

BPM Partners OneStream is an Established Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix  $

BPM Partners OneStream 2021 Vendor Landscape Matrix: Special Edition R  

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R 

Dresner Advisory 2021 Wisdom of Crowds EPM Study  R 

Gartner 2021 Market Guide for Extended Planning and Analysis Solutions  R

Gartner 2021 Market Guide For Cloud Financial Close  R

IDC  2020 MarketScape: Cloud EPM  R

Nucleus Research  2021 CPM Value Matrix  R

Ventana Research  2022 Business Planning Value Index  R


Related Whitepapers & eBooks

Extending Performance Management for Company-Wide Benefits

Reducing Risk in Performance Management

How to Successfully Deploy Enterprise-wide Budgeting, Planning, Forecasting

When Does BPM Become a Platform Play

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


Related Webcasts & Events

How the Events of 2020 are Impacting Planning and Analytics in 2021 and Beyond R 

2021 Pulse of Performance Management OneStream Reviewed as ‘Core Vendor’  R

The FP&A Roadmap – How to Advance Your Planning and Forecasting

Related Articles & Blogs

The Need for Financial Data Quality 

OneStream to Deliver New AI/ML Capabilities 

The Pulse of CPM in 2021

Top Rated Vendors for 2021

The Performance Management Gold Rush

How the Events of 2020 are Impacting Performance Management in 2021 

Selecting Performance Management Software with Your Head in the Clouds 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

OneStream Achieves $200 Million in ARR 

OneStream Software Hires Morgan Stanley to Lead IPO 

OneStream Previews New Machine Learning Capabilities 

OneStream Receives Top Marks and 100% Recommendation Score in BARC Survey 

OneStream Receives $200 Million Investment at $6 Billion Valuation 

OneStream Launches Predictive Analytics for Financial and Operational Planning 

OneStream Adds Governed Analytics in Latest Release 

OneStream Software to Receive Significant Investment from KKR 


Jobs at this Vendor

Partner Account Manager, Southern U.S. 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2021/04/OS-LogoTM-Horizontal-300.png 56 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222022-03-19 03:36:30OneStream Software

Jedox

May 23, 2018/in Other Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated Overall Ease of Use, Excel UI, Integrated Business Planning, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Corporate performance management and business intelligence unified in one seamless software platform.

4.56

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


The Jedox EPM platform seamlessly combines budgeting, planning, reporting and financial consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center.  The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed via a subscription model on-premise, in the cloud, or private cloud, now leveraging Kubernetes for scalability and deployment management.  See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>

INDUSTRY SUCCESS


Banking, Education, Energy, Government, Manufacturing, Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 21  R

BPM Partners 2021 Vendor Snapshot for Jedox  R

BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix  $

Dresner Advisory 2021 Wisdom of Crowds EPM Study  R

Dresner Advisory 2021 Wisdom of Crowds SPM Study  R


Related Whitepapers & eBooks

The Next Wave in Budgeting and Planning: Performance Management Plus


Related Webcasts & Events

Hitting Key Milestones in Your FP&A Journey R

2021 Pulse of Performance Management: Jedox Reviewed as Core Vendor R

Related Articles & Blogs

The Secret to Strategic Sales Planning 

Top Rated Vendors for 2021

The Performance Management Gold Rush

Jedox Raises Over $100 Million 

Best Budgeting and Planning Solutions 2020


Latest News

Jedox Announces $100+ Million Investment to Boost Growth

Jedox Brings Best Practice Financial Consolidation Solution to Market 

Jedox Wins 4th Consecutive Industry Excellence Award from Dresner Advisory 


Jobs at this Vendor

Consultant 

Jobs/Careers Information 

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deFacto Global

May 23, 2018/in Other Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Empowering organizations to achieve stellar operational and financial performance with complete software solutions.

4.92

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


deFacto Power Planning provides an enterprise quality integrated planning platform for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas of mid to large size organizations. It supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. . It offers familiar Excel, Web, and Mobile UIs, and a two-way interface with Microsoft’s Power BI that offers advanced BI, and proprietary write-back capabilities. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), SAP or other vendors >>>

INDUSTRY SUCCESS


Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2021 Vendor Snapshot for deFacto  R

BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix  $

TEC deFacto Product Analysis Report


Related Whitepapers & eBooks

Real-time BPM Benefits Operational Execution


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Why Integrated Planning Has Become Essential

2021 Pulse of Performance Management: deFacto Reviewed as Core Vendor R

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deFacto Leverages Azure Machine Learning  


Latest News

deFacto Global Ranks Highest in Overall Customer Satisfaction Again in 2021 BPM Pulse Awards 

deFacto Global Sweeps Pulse of Performance Management Awards 

deFacto Global Introduces deFacto Power Planning 

deFacto Releases Predictive Analytics Forecasting Capability 


Jobs at this Vendor

None available.

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Wolters Kluwer (CCH Tagetik)

May 22, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall Advanced Technologies, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499, $2000 - $2499 Vendor /by BPM Partners

PERFORMANCEPLACE


Performance Management Software – Modern Unified Cloud for the Office of Finance

4.63

BPM Pulse Rating


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BPM Pulse 2021


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OVERVIEW


CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned unified Finance Transformation Platform, powered by the Analytic Information Hub for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform on SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. CCH Tagetik core solutions include Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, Financial Close & Consolidation, Account Reconciliation, and Collaborative Office for Reporting & Disclosure. See detailed ratings and compare to OneStream, Oracle or other vendors >>>

INDUSTRY SUCCESS


Financial Services, Healthcare, Manufacturing, Professional Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC Financial Performance Management 2021  R

BPM Partners 2021 Vendor Snapshot for Wolters Kluwer (CCH Tagetik)  R

BPM Partners Wolters Kluwer (CCH Tagetik) a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix  $

BPM Partners Wolters Kluwer (CCH Tagetik) 2021 Vendor Landscape Matrix: Special Edition  R

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study  R  

Dresner Advisory 2021 Wisdom of Crowds EPM Study  R  

Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant  R

Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions  R

Nucleus Research Connecting Finance and Operations with CCH Tagetik  R

Nucleus Research CCH Tagetik a Leader in 2022 CPM Value Matrix  R


Related Whitepapers & eBooks

CCH Tagetik Supply Chain Planning Datasheet

Leveraging Performance Management to Improve Profitability in Banks

Collaboration in Financial Consolidation and Disclosure Processes

One Size Does Not Fit All

Key Steps to IFRS Readiness

Performance Management: The Next Generation


Related Webcasts & Events

Integrated Planning: Are You Ready for What’s Next?  R

2021 Pulse of Performance Management: Wolters Kluwer (CCH Tagetik) Reviewed as Core Vendor  R

How the Pandemic Presents an Opportunity for Finance Transformation

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Top Rated Vendors for 2021

The Return of Zero-Based Budgeting  

Best Budgeting and Planning Solutions 2020

What Does the Future of Finance Look Like?  

Industry View: Tagetik Acquisition  

CCH Tagetik Launches IFRS Solution Portfolio  

CFOs: Stay in Control of Your Reporting Process  


Latest News

Wolters Kluwer 2021 Full Year Report 

Wolters Kluwer CCH Tagetik Recognized in 2021 Gartner Market Guide for Cloud, Extended Planning and Analysis Solutions 

Wolters Kluwer (CCH Tagetik) Recognized as Dominant Vendor with Excellent Customer Satisfaction 

Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities 

Wolters Kluwer Q1 2021 Update 

CCH Tagetik Placed in Dominant Category with Excellent Rating in Vendor Landscape Matrix 

CCH Tagetik Financial Transformation Platform Named Product of the Year – 2019 BIG Awards 

CCH Tagetik on SAP HANA for Powerful Analytics 

CCH Tagetik IFRS 17 Solution Wins Codie Award 

CCH Tagetik Launches Application Marketplace 


Jobs at this Vendor

Open Jobs: CCH Tagetik 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/wolters-kluwer-cch-tagetik-logo.png 275 550 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 19:34:232022-03-22 06:46:21Wolters Kluwer (CCH Tagetik)
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